About Michael Peters

Everyone feels better when they have a plan. I listen to clients to understand their financial goals and dreams. My advice is personally tailored to everyone I work with to put them in the best position to achieve their goals. It’s so gratifying to see others succeed on their financial journey, and I love the fulfillment I get from helping people. 

Education and Accomplishments

  • BS in Accountancy, Providence College
  • Master of Professional Accountancy, Bryant University
  • CPA*
  • State Life & Health Insurance Licenses
  • FINRA Series 7 & 66

*Certified Public Accountant credentials awarded by the State Accountancy Board. Not a practicing CPA and cannot provide tax or accounting advice or services. Thrivent and its affiliates are not CPA firms.

Crossroad Financial Associates

Crossroad Financial Associates


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